Job Description
To manage the on-boarding processes of a transaction and mitigate associated operational and financial reporting risks.
Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes
Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered
Preserves relationships despite airing conflicting views and seeks mutual gains when addressing conflicts
Anticipates consequences and adapts problem solving based on continual feedback
Act speedily to resolve problems, queries and complaints
Adapt communication styles to meet the needs of different audiences
Read and understand legal agreements in order to draw up an amortization schedule and accurately book deals on appropriate systems
Ensure all legal requirements are fulfilled before draw-down can occur
Ensure all ongoing deal management tasks are performed in line with the legal agreements
Respond to queries from internal and external stakeholders
Prepare the monthly accounting trial balance, monthly/quarterly investor reports and other relevant regulatory reports/returns within the required deadlines
For FirstRand Group transactions, complete the monthly and interim/year-end reporting FAS pack reports in HFM within the required deadlines
Continually look for ways to enhance efficiencies
Ensure proper handover processes to the Operations Team are adhered to ensure seamless execution of deals
Adhere to policies and procedures
Use discretion and informed judgment to anticipate and interpret potential risk issues
Remain abreast of regulatory and process changes, and communicate any specific training requirement
Participate in ad hoc projects as required
Demonstrates pride in the organization’s brand, services and products by consistently delivering on the brands promise
Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames and according to quality standards
Stay relevant and up-to-date with legislations and new development
Maintain a positive attitude and respond openly to feedback
Handle stress in ways that do not negatively impact others
Take ownership of personal career development, leveraging formal and informal opportunities
Act in an ethical, transparent and morally defensible manner, including highlighting unethical practices
Continually share, debate and communicate learning’s
Flag and debate issues constructively
Contribute to a friendly, co-operative climate in working with others to achieve collective goals
Be sensitive to other feelings, needs, values, views and attitudes and be courteous and diplomatic when dealing with difficulties and problems others may be experiencing (demonstrate EQ)
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